What are you doing this week to achieve goals?

Keith Ferazzi, author of Never Eat Alone, once said, “Follow-up is the key to success in any business.” That is certainly true when it comes to the success of your strategic plan. No matter what great strategies you create, if you don’t execute that plan with superior follow-up you just have words on paper.

Think about your current 2015 strategic plan. How’s it going for you? Think about to your Fall planning schedule and meeting. How are those lofty goals, tactics and budget projections looking now that the first quarter is complete?

With three months in the books, the second quarter is an ideal time to assess how your strategic planning follow-up is going. Here are five suggestions to ensure your follow-up is as strong as possible.

  • Review weekly—You read that right: weekly. Too many times, strategic plans collect dust and we only look at them at monthly or quarterly updates. If you hold a “C” suite position at your financial institution, then every Monday morning (or even Sunday night) take 10-15 minutes to review your goals and strategy. Ask yourself, “what are we doing this week to accomplish these objectives?”
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